See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,542 | $95,266-31.2% | $82,389-20.4% | $142,382-54.0% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.5%+9.0pp | 80.1%-1.5pp |
| Annual return | 13.40% | 25.74%-12.3pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,045 | $2,991-31.6% | $2,517-18.7% | $4,299-52.4% |
| Participant deferral / active EE | $5,629 | $4,809+17.1% | $4,155+35.5% | $6,507-13.5% |
| Admin fee / account holder | $5,014 | $8,563-41.4% | $7,231-30.7% | $12,624-60.3% |